Why is Alphabet stock rising 4% today?
Alphabet GOOG shares rose 4.1% in trading on Monday as the Google parent began its first trading session as a member of the Dow Jones Industrial Average, replacing Verizon Communications…
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Alphabet GOOG shares rose 4.1% in trading on Monday as the Google parent began its first trading session as a member of the Dow Jones Industrial Average, replacing Verizon Communications…
Chip stocks including Intel (INTC), Advanced Micro Devices (AMD), and Arm Holdings (ARM) opened in the red this morning mostly due to technical quarter-end positioning. Amidst a lack of…
The lazy take on Advanced Micro Devices (AMD) is that it is simply the cheaper Nvidia — a discounted way to own the same artificial-intelligence (AI) boom. That framing misses…
The reflex take on Broadcom (AVGO) is that it is just another way to ride Nvidia’s AI boom. It is closer to the opposite. Broadcom’s growth engine is custom AI…
South Korean stocks have soared in the past few months, with the KOSPI Index doubling this year, helped by the strong performance of Samsung and SK Hynix. It peaked at…
The S&P 500 Index has come under pressure in the past few days, moving from the year-to-date high of $7,620 to the current $7,354. This retreat continued amid the rising…
The lazy take on Taiwan Semiconductor Manufacturing Company (TSMC) is that it is just another expensive artificial-intelligence (AI) trade. It is not. TSMC is the one AI monopoly that trades…
The tired framing of Intel is the fallen giant that missed mobile, missed AI, and handed its manufacturing crown to Taiwan. That story is two years out of date. Intel…
The artificial intelligence boom has long been pitched as a transformative force that would boost productivity and eventually lower costs across the economy. But this week, investors were confronted with…